Anthropic更新上市文件，第三季度收入达169.56亿美元，并披露长期算力与基础设施承诺；Marvell拟以隐含企业价值1150亿美元收购Lumentum，将AI光互联推向产业整合中心。应用侧，DeepSeek展示对话造插件，腾讯Hyra 2.0开放科学模型成果，轩辕4.5面向金融场景升级；OpenAI把日常任务评测与电网调节纳入新进展。

He Lifeng, director of the Central Financial and Economic Affairs Office, met in Beijing on the 2nd with Vietnamese Politburo member and policy chief Ruan Qingyi to discuss bilateral economic relations and trade cooperation. He said China will work with Vietnam to implement the consensus reached by General Secretary Xi Jinping and General Secretary Su Lin, deepen strategic communication, expand economic exchanges and policy coordination, and advance the China-Vietnam community of shared future. Ruan said Vietnam is willing to align development strategies and strengthen trade and economic cooperation to further develop bilateral party and state ties.

Anthropic第三季度净亏损233亿美元，上年同期为121亿美元。